# Oriana House, INC. 403(b) Plan
Source: https://planprovider.pro/companies/oriana-house-inc-403b-plan

> Oriana House, INC.'s 403(b) plan: 798 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Oriana House, INC.

- **Sponsor EIN:** 341334919

- **Sponsor Address:** PO BOX 1501, AKRON, OH, 443091501

- **Plan Type:** 403(b)

- **Total Participants:** 798

- **Total Assets:** $24.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|798|$24.5M|$673,374|$1.3M|

| 2023|783|$21.6M|$609,440|$1.1M|

| 2022|784|$18.1M|$589,025|$1.0M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CLIFTON LARSON ALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTON LARSON ALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$108,622|—|$108,622|—|—|

| 2023|$82,419|$34,894|$23,986|—|—|

| 2022|$85,481|$33,800|$46,051|—|$5,630|

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